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musicsergery
October 15, 2023
Question

Recurring invoice - how to update it using the latest entry? It used to do it automatically a few years ago, but now, it doesn't

  • October 15, 2023
  • 1 reply
  • 0 views
I use recurring templates for invoicing long term projects. Once I am done entering the latest invoice info, I want this info to be saved on my template, so when I recall it to compose a new invoice, I will know the last thing I invoiced

1 reply

A
Amanda-B
October 16, 2023

Hey there musicsergery,

 

It's great to see you in the Community! Thanks for reaching out to us here. QuickBooks Online is a great software to have. It has various features that can make running your business smoother. One of the many features QuickBooks offers, is the ability to edit recurring templates. Below, you'll find a few helpful guides that i think you'd benefit from. 

 

If you require further assistance, I recommend reaching out to the support team outside of the Community. With your consent, they'll be able to view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

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